See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $266,216 | $124,319+114.1% | $111,297+139.2% | $167,490+58.9% |
| Participation rate | 90.9% | 79.6%+11.3pp | 77.3%+13.6pp | 82.1%+8.8pp |
| Annual return | 8.68% | 37.44%-28.8pp | 54.65%-46.0pp | 478.56%-469.9pp |
| Employer contribution / active EE | $2,659 | $3,435-22.6% | $2,731-2.6% | $4,837-45.0% |
| Participant deferral / active EE | $9,634 | $5,180+86.0% | $4,487+114.7% | $6,341+51.9% |
| Admin fee / account holder | $2,427 | $10,618-77.1% | $7,964-69.5% | $12,309-80.3% |